Create financial plans customized to the needs of Fidelity's mass affluent investors through leveraging a wide range of products and servicesEffectively engage clients through personal interactions, reflecting interpersonal communication and relationship-building skills

- Financial Sales, Planning & Guidance- Fixed-Rate Capital Securities- Agency & GSE Bonds- Corporate Bonds- Municipal Bonds-Treasuries- Creating Bond Ladders- Trading of mutual funds, stocks, ETF's, Treasuries, CD's, Bonds

-Investment Sales-Planning and Advice

- Stock broker (Stock and ETF trades)- Mutual fund trader- Options trades and Margin questions- Movement of cash and securities- Online trading guidance

- Uncovering unspoken needs through open ended questioning- Using active listening to customize solutions to each individual situation- Going above and beyond to achieve the ultimate customer experience- Empathy -> Celebrating wins, being a compassionate listener during times of loss- Eliminating stress from a complicated process and making it simple for the customer- Providing 100% customer satisfaction with every interaction through a true passion for people- Create custom reports with data from 401k and pension accounts, and help the customer understand and know how to use the data.- Be a confident, patient guide to help customers become confident navigating Fidelity's Net Benefits databaseMy goal is to empower each customer by making them aware of all their options so that they can make the best choice to accomplish their goal.

-Certified Berlitz instructor for English as a Second Language to corporate clients and private students-Certified Berlitz instructor for French as a Second Language to private clients- TOEFL Test Prep instructor

Taught Speaking/Listening, Novel, Grammar, and reading classes. Developed English curriculum textbooks, test material, assessment tools, and ESL resources for elementary school students. Trained new teachers on all aspects of teaching methods and practices based on corporate guidelines. Tutored students of all ages (elementary, middle, high school, university) in French and English in a variety of subjects • Inspired young ESL writers to be competent communicators by acting as essay writing coaches.• Created quarterly lesson plans for Speaking/Listening, Novel, Grammar, and Reading classes • Evaluated student progress weekly, and created an action plan to maximize student performance• Taught French and English to business professionals individually and in small group settings